Wealth Product Strategy

The Director of Wealth Product Strategy is responsible for supporting the development and execution of the strategic roadmap for the wealth product suite. This role will work to identify potential growth opportunities, enhancements to our existing product offerings, and ensures the project portfolio aligns with our broader business priorities.

This role reports to the MD, Wealth Product Strategy and is part of the Wealth Product and Solutions team. The wealth Product and Solutions team is responsible for strategy, development and management of wealth product and services, which include managed accounts, brokerage solutions, trust services, and 3rd party solutions. Our vision is to offer a diverse set of investment solutions and services to help our clients reach their financial goals.

Key Responsibilities and Duties

Conducts in-depth product research to identify trends, assesses the competitive landscape, and synthesizes relevant industry research into actionable solutions.

Manages governance routines to support the portfolio of product enhancements to ensure deliverables are being prudently monitored against key milestones.

Collaborates with the broader Wealth Product Team to help accelerate product design, testing, and implementation of new solutions.

Gathers relevant feedback and monitors performance metrics to identify and implement improvement opportunities.

Educational Requirements

University (Degree) PreferredWork Experience

5+ Years Required; 7+ Years PreferredCareer Level

9IC

Required Skills:

5+yrs of Project Management experience

Financial Services Experience

Preferred Skills:

Experience managing projects from concept to implementation.

Experience managing projects involving Wealth Products.

Related Skills

Adaptability, Analytical Skills, Continuous Improvement Mindset, Critical Thinking, Customer Engagement, Data-Based Decision Making, Go-To-Market, Influence, Innovation, Market/Industry Dynamics, Problem Solving, Product Design, Product Development, Product Management, Product Requirements, Relationship Management, TIAA Products/Services Acumen

Anticipated Posting End Date:

2024-07-17

Base Pay Range: $150,000/yr. - $190,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary .

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: [email protected]

Privacy Notices

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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here .

For Applicants of Nuveen residing in Europe and APAC, please click here .

For Applicants of Greenwood residing in Brazil (English), click here .

For Applicants of Greenwood residing in Brazil (Portuguese), click here .

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Nondiscrimination Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law

Pay Transparency

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